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Health Insurance Agent Resume Samples
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0-5 years of experience
Developed sales presentations to a large number of clients every month, with a high conversion ratio
- Consistently exceeded monthly target for sales of health and life insurance policies
- Provided one-one- services to clients to meet their financial needs through customized packaging
- Achieved a 83% retention rate
- Maintained compliance with state regulations
0-5 years of experience
Recognized as an outstanding employee as team lead, and subject matter expert, which resulted in a promotion.
- Primary contact in handling routine and complex policy holders inquiries, regarding signature authorization, benefits, claims, and general assistance.
- Successfully executed quality customer service through fast responsiveness, reliability, assurance, and professionalism
- Utilize problem resolution and negotiating skills to deescalate any irate customers.
- Meets key performance indicator goals by 100% through obtaining 5:1 enrollment rejection ratio
- Receive 95% or above average Quality Assurance approval during auditing.
0-5 years of experience
- Sold/enrolled individuals in Medicare, dental, and vision health plans over the phone.
- Complied with very precise regulations involved with selling thess type of plans.
- Maintained a 95% QA score for the last 6 months of employment.
- Was among top 10 outbound sales agents April 2012.
- Developed a manual that included the critical information for a telesales agent.
- Developed a quick and accurate way to estimate most difficult to calculate prescription drug costs such as insulin, inhalers, and eye drops.
0-5 years of experience
Present accurate information about [company name]’s products, coverage plans and quotes to prospective members.
- Exceed sales goals for assigned campaigns by converting calls at 40 percent, and surpassing production goals by 150 percent during the annual enrollment period.
- Maintain 95 percent quality assurance with sales presentations.
- Enroll Medicare recipients into health plans by probing to find which benefits will meet their needs, and simplifying multifaceted plans for a better consumer experience.
- Remain compliant with Medicare guidelines and accurately present disclosures amongst different states.
- Assist members by enhancing their current plans with supplemental benefits for increased sales.
- Accustomed with customer relationship management systems.
6-10 years of experience
Utilized databases and written materials to research and provide detailed information to telephone inquiries
- Respond to telephone inquiries within the set departmental staffing and time parameters
- Complied with the privacy act as it relates to the confidentiality of information released
- Maintained up-to-date knowledge of CMS regulations and policies as they apply
- Familiarized and provided information on general Medicare eligibility and information
- Perform other related duties as assigned
0-5 years of experience
Grew company business by 33.33% over first year by providing recommendations for fitting plans
- As plan administrator, expanded business to include Medicare Advantage and Home Health plans
- Researching market/identifying leads, prepares marketing plans (including Medicare requirements)
- Attending weekly training sessions to improve product knowledge and enhance company growth
- Reviewing client solicitations, explaining related benefits and closing on new policies ($5K to $20K)
0-5 years of experience
Independent Life Insurance Agent. Managed personal clients, kept all records and policies.
- Managed work time to keep with scheduled quotas for production by the company.
- Kept all records according to the HIPAA regulations.
- Kept client information confidential including all files and documentation on each client.
0-5 years of experience
Campaigned to closing sales and striving to meet client’s requirements.
- Ensured to implement feedback from supervisors to enhance growth and performance
- Ensured to report promptly for each scheduled shift
- Knowledge of basic computer applications and work related software applications
- Provide guidance to customer on the benefits of health insurance facilities
- Profound ability to stay customer service-focused
0-5 years of experience
Provide accurate health insurance benefits to Physicians prior to patient services.
- Investigate claims that have not processed properly and adjust to ensure accurate payments.
- Provide professional customer service with pride.
- Serve food, beverage, and alcohol with a genuine smile.
- Basic cleaning and light cooking.
- Perform cashiering duties, open drawer and close drawer, accurate cash handling and deposits.
0-5 years of experience
Complete lead calls daily to existing clients to develop and grow household relationships.
- Conduct insurance analyses during individual consultations to ensure proper levels of protection for clients.
- Manage communication records daily for efficient follow-up.
- Conduct health requirement interviews and health swabs for insurability verification.
- Process service requests as necessary pertaining to existing policies.
- Advise clients on available protection plans and complete sales regularly, exceeding sales goals set by the Office Agent.
0-5 years of experience
Enrolled people who are 65 or older in HMOs and PPOs plans
- Typed daily notes on the newly enrolled members
- Informed members about their premiums on their health insurance plans
- Took phone calls from the clients regarding unpaid medical claims
- Contacted providers to resolve billing misunderstandings with clients
- Located providers who were closer and more convenient for the clients
- Ordered member’s identification cards and forwarded member guide books
0-5 years of experience
Sell various types of insurance policies to businesses and individuals.
- Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person to be insured, and to discuss any existing coverage.
- Call on policyholders to analyze insurance program and suggest additions or changes.
- Seek out new clients and develop clientele by networking to generate prospective lists.
- Explain features, advantages and disadvantages of insurance plans.
- Calculate premiums and establish payment method.
- Perform administrative tasks, such as maintaining records and handling policy renewals.
0-5 years of experience
Creating and maintaining ongoing relationships with clients including scheduling and attending meetings.
- Administrative tasks such as dealing with paperwork, correspondence, keeping detailed records
- Broker for life, health, retirement and long-term care insurance products and act as a Field-Underwriter
- Act as the intermediary between clients and insurance companies while assessing their insurance needs and risk profile.
- Providing clients with products that suit their needs and budget while educating them on the aspects of Life & Health Insurance.
0-5 years of experience
Passed the required VA state Life and Health license exam to become a licensed agent
- Made daily calls to small business owners to set appointments for face-to-face meetings
- Went business to business seeing if I could help the owner with better coverage
- Conducted an in-home presentation to potential clients on health insurance options
- Completed the initial application process with clients to see if they were approved
- Followed up with clients via phone, email, and home visit to maintain a relationship
0-5 years of experience
- Performed high volume enrollment of seniors and disability entitled clients into prescription drug plans including Medicare Part-D
- Advised clients on different aspects of plans available company in order to ensure customer satisfaction
- Provided quality customer service in order to achieve customer goals and objectives
- Operated data entry system
6-10 years of experience
- Licensed for New Jersey & Pennsylvania
- Outside sales that included, appointment based, over the phone and door-to-door sales.
- Member of the Millionaires Club 4 years in a row.
- Rookie of the Year & recipient of many other awards within a 5 year period.
- Promoted to manager of a satellite office in Pennsylvania.
0-5 years of experience
Commission bases sales, ultimately responsible for enrolling union members in their permanent benefits.
- Building and maintaining excellent report in client’s homes, making them feel comfortable.
- Fulfilling policy owner needs on a daily basis utilizing best customer service skills in the process.
- Knowledge of the ins and outs of life and health insurance, code and ethics for the state of California.
0-5 years of experience
Receive inbound calls from AARP members and assist them with their Medicare Supplement plan and Hospital Indemnity insurance needs
- Maintain a high level of professionalism, work ethic, patience, and personal accountability
- Educate callers Medicare, enrollment periods, and claims
- Work with team members to achieve team and business, service and sales goals
0-5 years of experience
Responsible for providing solutions to new and existing customers by offering appropriate product and services to help meet their financial needs.
- Conduct sales presentation to potential clients to educate about company products and services.
- Build client relationships by resolving any areas of concern and always providing prompt, courteous, professional service.
- Perform Needs Analysis fact gathering process to obtain information required to make appropriate recommendations for various life insurance products.
0-5 years of experience
Develop client base through network and seminar marketing, industry contacts and referrals, and canvasing small-medium businesses for new opportunities.
- Consult with business owners regarding health care reform and how it applies specifically to their business and provide cost saving alternatives to traditional group coverage.
- Medicare certified through Blue Cross and Blue Shield of Florida
- Certified to sell on the open exchange
10+ years of experience
- Solicit new business on a daily basis
- Set up and implement marketing plans
- Established a referral system by creating a customer service follow up program.
- Computer support specialist for 30 sales reps troubleshooting hardware and software issues
0-5 years of experience
Assist with filling out applications for potential Medicare part D members.
- Assist with the paying of monthly premiums for members’ plans.
- Explain plan options for Medicare part D to Medicare members.
- Fill and send out prescriptions to customers with mail order.
0-5 years of experience
Excellent rapport building with new and existing clientele
- Process all policy changes with regional office
- Adhere to strict confidentiality insurance laws
- Lead weekly team building exercises
- In charge of submitting and closing all bank products including credit cards, mortgages, and auto loans
0-5 years of experience
Setting appointments with prospective clients to deliver sales
- Interviewing prospective clients to obtain data about their financial resources and needs
- Customizing insurance programs to suit individual clients and drive sales
- Delivering and explaining policies to analyze insurance programs and suggest additions or changes
- Contacting and selling existing clients to make policy recommendations based upon changing circumstances
0-5 years of experience
Accurately explain features, advantages and disadvantages of various health insurance policies to promote the sale of the most appropriate insurance options
- Match client with policies that best suit their needs and concerns
- Determine clients particular needs through use of open ended questions
- Provide superior customer service
0-5 years of experience
Assisted clients’ in their needs regarding health and life insurance
- Stored clients’ personal information
- Worked with little supervision
- Responsible for being an expert on policy information for over 30 life and health insurance companies
0-5 years of experience
Help protect families by matching them with life and health insurance benefits.
- Educate clients to foster understanding of insurance.
- Assist clients in finding annuity products to prepare for retirement.
- Hold community events aimed at educating the public about the need for and benefits of insurance.
0-5 years of experience
- Take inbound calls from existing and future policy holders.
- Explain policy benefits and complete applications.
- Present Medicare advantage plans and enroll medicare beneficiaries in to medical plans.
- Calculate premiums and establish payment method.
0-5 years of experience
Market supplemental insurance benefits to individuals
- Market supplemental insurance benefits to business owners for employees
- Prospect, set appointments, presentation, close the sale, complete enrollments
- Manage and service account base
0-5 years of experience
- Contact prospects to schedule appointments
- Assess client’s needs and provide necessary coverage
- Complete sales presentations enthusiastically to large groups and on an individual basis
- Submit claims and assist with claim processing for existing clients
- Track weekly reports and complete any pending business
- Take initiatives to provide excellent customer service when clients suffer a loss
- Maintain knowledge of current New York state laws for life, health, disability, accident, and critical disease insurance
0-5 years of experience
- Provided clients with valuable supplemental insurance products
- Assisted clients with information to select the right policy
- Maintained reports of new and existing accounts for management
- Submitted and followed up with claim forms and other documents.
- Assist new and current customers with cell and internet accounts
- Recommend products to clients and exceeded personal sales goals
- Troubleshoot cell phone issues and research account issues
- Maintain own register which included cash and credit card sales
- Routine inventory, purchasing and restocked sales floor
- Assisted with banking transactions at the end of the business day
0-5 years of experience
- Sold and explained health insurance to clients in 14 states
- Inbound call center environment
- Schedule appointments or made reservations for seminar.
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[Health Insurance Agent]
Last edited by: Gabriela Barcenas, CPRW, Content Writer II -
Gabriela Barcenas
CPRW, Content Writer IIGabriela is a Certified Professional Resume Writer (CPRW) and career adviser. With 10 years of digital media experience and five years of resume writing expertise, her publication history includes fashion, education, travel, social justice, equitable design and career advice.
